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Family Legacy Inc’s Vanguard Short-Term Bond ETF BSV Stock Holding History

Family Legacy Inc’s Portfolio BSV Stock Details BSV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.88M Sell
24,016
-440
-2% -$34.6K 0.57% 65
2025
Q4 		$1.93M Sell
24,456
-143
-0.6% -$11.3K 0.58% 64
2025
Q3 		$1.94M Sell
24,599
-268
-1% -$21.1K 0.59% 60
2025
Q2 		$1.96M Sell
24,867
-2,829
-10% -$221K 0.64% 62
2025
Q1 		$2.17M Buy
27,696
+652
+2% +$50.6K 0.74% 52
2024
Q4 		$2.09M Sell
27,044
-117
-0.4% -$9.08K 0.71% 53
2024
Q3 		$2.14M Sell
27,161
-500
-2% -$38.9K 0.71% 53
2024
Q2 		$2.12M Sell
27,661
-156
-0.6% -$11.9K 0.76% 51
2024
Q1 		$2.13M Sell
27,817
-2,037
-7% -$156K 0.77% 54
2023
Q4 		$2.3M Sell
29,854
-506
-2% -$38.3K 0.88% 46
2023
Q3 		$2.28M Buy
30,360
+43
+0.1% +$3.24K 0.95% 43
2023
Q2 		$2.29M Sell
30,317
-1,364
-4% -$104K 0.92% 46
2023
Q1 		$2.42M Buy
31,681
+530
+2% +$40.2K 1.04% 42
2022
Q4 		$2.37M Sell
31,151
-2,069
-6% -$155K 1.04% 41
2022
Q3 		$2.49M Sell
33,220
-182
-0.5% -$13.9K 1.25% 35
2022
Q2 		$2.56M Buy
33,402
+130
+0.4% +$10K 1.22% 35
2022
Q1 		$2.59M Sell
33,272
-14,111
-30% -$1.12M 1.08% 41
2021
Q4 		$3.81M Buy
47,383
+793
+2% +$64.5K 1.56% 22
2021
Q3 		$3.81M Buy
46,590
+530
+1% +$43.6K 1.71% 16
2021
Q2 		$3.79M Buy
46,060
+473
+1% +$38.9K 1.69% 17
2021
Q1 		$3.75M Buy
45,587
+9,195
+25% +$759K 1.79% 14
2020
Q4 		$3.02M Buy
36,392
+826
+2% +$68.4K 1.56% 17
2020
Q3 		$2.95M Buy
35,566
+1,755
+5% +$146K 1.67% 17
2020
Q2 		$2.81M Buy
+33,811
New +$2.8M 1.7% 16

Other funds holding BSV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Family Legacy Inc's BSV Position: Q1 2026 in Review

Family Legacy Inc reduced its Vanguard Short-Term Bond ETF (BSV) stake by 1.8% in Q1 2026, selling an estimated $34.6K and leaving 24,016 shares worth $1.88M. The position accounts for 0.57% of the portfolio, ranked #65.

Family Legacy Inc first reported a position in BSV in Q2 2020 and has held it in 24 quarters since. The position peaked at $3.81M in Q4 2021. 1,332 funds tracked by Wall St. Rank hold BSV as of Q1 2026.

  • Family Legacy Inc held 24,016 shares of Vanguard Short-Term Bond ETF worth $1.88M as of Q1 2026.
  • Family Legacy Inc sold 440 Vanguard Short-Term Bond ETF shares in Q1 2026, an estimated $34.6K.
  • Vanguard Short-Term Bond ETF made up 0.57% of Family Legacy Inc's portfolio in Q1 2026, its #65 holding.
  • Family Legacy Inc first reported a position in Vanguard Short-Term Bond ETF in Q2 2020 and has held it in 24 quarters since.
  • Family Legacy Inc's Vanguard Short-Term Bond ETF position peaked at $3.81M in Q4 2021.
  • 1,332 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q1 2026.

Based on Family Legacy Inc's 13F filing for Q1 2026, filed 12 May 2026.